Let and . Multiply each two-layer quasi-geostrophic potential vorticity equation by and sum. The time-derivative terms are
The interface terms combine to , since the two layers share the same depth-weighted coupling . The planetary term has no time derivative. For the nonlinear terms, and imply
Consequently the local two-layer quasi-geostrophic energy conservation law is
The flux expression is one convenient form obtained directly from the requested multiplication; divergence-free modifications would represent the same local balance. is physical energy per horizontal area divided by the common reference density. Multiplying both and by that density restores the dimensional physical-energy convention.
Use small Rossby number , slow evolution on the advective time scale, small interface displacements relative to each layer depth, shallow hydrostatic layers, stable reduced gravity , and inviscid unforced flow. On a beta plane, take of the same small order as the Rossby number. The internal Burger number is retained at order unity so stratification and relative-vorticity effects can both enter the leading potential-vorticity anomaly.
The rigid-lid pressure in two-layer flow comes from neglecting the free-surface volume displacement in the rigid-lid approximation; it does not permit setting the common horizontal pressure gradient to zero. The small surface displacement multiplied by retains a finite lid-pressure multiplier. Write , , and let denote this common pressure potential. Leading geostrophic balance gives
with at leading order. Literally setting to a spatial constant in the momentum gradients before taking the rigid-lid limit would suppress the upper-layer pressure field and fail to produce general two-layer QG dynamics.
Taking curl of each shallow-water momentum equation and using layer continuity gives material conservation of . Expanding it to first order and advecting the anomaly by the leading geostrophic velocity yields
The two-layer quasi-geostrophic potential vorticity equations are
Here the common background has been removed and the anomaly multiplied by . The advection term is retained at the same slow order as the time derivative even though the leading velocity/pressure balance was linear geostrophy. On an plane simply set .
The potential-vorticity gradients in a meridional two-layer current are important here: besides , one has and . They must be retained when linearizing, even though the basic relative vorticity vanishes.
Let and . For a normal mode the two-layer quasi-geostrophic potential vorticity amplitudes are
Because the basic velocities are northward in the two layers, their advection frequencies are and . The uniform forcing has no perturbation, . The linear equations are therefore
In particular, a perturbation's zonal velocity advects the basic interface-induced zonal potential-vorticity gradient. Substitution of the plane wave gives
A nonzero disturbance exists exactly when the determinant vanishes. The requested relation for linear stability of a meridional two-layer current is
Equivalently, with ,
Its discriminant is
For , exponential baroclinic instability occurs when this discriminant is negative; otherwise the two frequencies are real. This also displays the stabilizing contribution of the planetary vorticity gradient when . As a check, gives the uncoupled barotropic mode and baroclinic mode frequencies and .
For and , the two-layer quasi-geostrophic potential vorticity is , . A perturbation therefore feels both the northward gradient and opposite zonal gradients . Dropping the zonal gradients removes the instability mechanism from the linearization.
The two-layer quasi-geostrophic potential vorticity coupling defines . With this gives the stated radius. The baroclinic energy ratio and deformation scale depends on , so the thinner layer matters when the depths are strongly unequal.